+3,939.0%
GWW vs WCC
+1,713.7%
+2,225.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.9% | -3.0% | -0.1% |
| 7D | +1.4% | +4.5% | -3.1% | +0.3% |
| 30D | +3.3% | -5.8% | +9.1% | +4.7% |
| 3M | +2.9% | -3.7% | +6.6% | +3.1% |
| 6M | +15.8% | +23.1% | -7.3% | +8.3% |
| YTD | +32.0% | +44.2% | -12.1% | +18.4% |
| 1Y | +29.9% | +62.1% | -32.2% | +12.5% |
| 3Y | +91.1% | +121.1% | -30.0% | +46.8% |
| 5Y | +223.9% | +214.0% | +10.0% | +119.5% |
| 10Y | +567.0% | +472.8% | +94.2% | +259.6% |
| All | +3,939.0% | +1,713.7% | +2,225.2% | +1,418.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling